CentralPlanner Hilfe

Wie lege ich individuelle Felder an?

Rana Papachatzakis — Mon, 31 Oct 2022 10:03:59 +0000

Um den Aufenthalt Ihrer Gäste so gut wie möglich vorzubereiten, sind manchmal mehr Informationen nötig als nur die Kontaktdaten. Letztere werden ja standardmäßig im Reservierungsformular abgefragt.

Zusätzlich lassen sich intern beliebig viele individuelle Felder hinzuzufügen, um beispielsweise die Anzahl der Vegetarier, Allergien oder ähnliches festzuhalten. Um individuelle Felder auch im Reservierungs-Formular bei Online-Reservierungen anzubieten, müssen Sie diese Option erst freischalten (siehe...

E-Mail-Benachrichtigung bei Stornierungen und Reservierungen

Rana Papachatzakis — Wed, 15 Feb 2023 10:23:16 +0000

Als CentralPlanner-Nutzer können Sie entscheiden, ob Sie über Stornierungen seitens des Gastes per E-Mail informiert werden möchten.

Konkret bedeutet das, dass Sie zweimal täglich eine E-Mail erhalten, welche die Stornierungen im Detail aufführt. Die Einstellungen dazu können Sie selbst in Ihrem CentralPlanner-Account vornehmen.

Dazu wählen Sie rechts oben unter dem Zahnrad "Meine Daten".

Im Bereich "Benachrichtigungen per E-Mail" können...

How do I enable my guests to make online reservations?

Jan Bück — Tue, 04 Mar 2025 08:01:17 +0000

In order to allow guests to make bookings online, you need to create an online form. You can, but do not have to, integrate it into your website. We create a link for each online form that you can simply refer to.

1. Create a new online form

To...

Where can I find my invoices?

Jan Bück — Mon, 10 Mar 2025 07:36:54 +0000

CentralPlanner account admins can view and download the invoices at any time in the Account settings under Invoices.

Invoices are always created at the beginning of the month. The monthly fee is then collected in the middle of the month. You can change the payment details at any time.

How can I pay for the use of CentralPlanner?

Jan Bück — Mon, 10 Mar 2025 07:33:56 +0000

As a CentralPlanner customer, you pay the monthly amounts by credit card or SEPA direct debit, which we carry out once in the middle of the month. All you have to do is enter your details in the Account settings under Billing address & payment data.

How can I change my billing information?

Jan Bück — Mon, 10 Mar 2025 07:31:05 +0000

The account and billing data can be changed at any time by CentralPlanner account admins. The account owner will always find the link to the Account settings in the top right-hand corner of the system. Normal users cannot view or change this data.

Then click on Billing address...

Where can I get an API key?

Jan Bück — Mon, 10 Mar 2025 07:28:21 +0000

To connect your CentralPlanner account to your own application, you need an API key. This replaces the combination of email address and password and enables your application to write directly to your CentralPlanner account.

You can find the API key in your Account settings under External applications.

Where can I enter the name or address?

Jan Bück — Mon, 10 Mar 2025 07:25:37 +0000

To add information about your company, you must have at least admin rights to the CentralPlanner account. You can make changes in your Account settings under Name & address, language & more.

The data stored will be used as contact details for your online reservation...

How can I make another user the account owner?

Jan Bück — Mon, 10 Mar 2025 07:22:59 +0000

If you, as the account holder, wish to transfer the rights to administer the CentralPlanner account to a colleague, you can do this yourself at any time. To do this, you must have the rights to manage the account and the new account holder must already be invited as a user.

ATTENTION: This means that the new account holder can also...

Welche verschiedenen Rechte können die Nutzer haben?

Rana Papachatzakis — Mon, 31 Oct 2022 10:07:36 +0000

Die Mitbenutzer bei CentralPlanner können verschiedene Rechte haben. Wir unterscheiden zwischen folgenden Rechten:

Mitleser: Mitleser können nichts bearbeiten, sondern lediglich Reservierungen, Kontakte und den Verlauf einsehen. Sie können also weder neue Dinge anlegen, noch bestehende bearbeiten oder löschen.

Verwalter: Dies ist die Standardeinstellung, wenn Sie neue Nutzer einladen. Als Verwalter kann man neue Reservierungen anlegen, bearbeiten und löschen. Man hat allerdings keinen...

Identification by name for shared logins

Jan Bück — Fri, 07 Mar 2025 11:52:43 +0000

If several Centralplanner users share a login for an area (e.g. at the counter or in the kitchen), account owners can now set up so-called “shared accesses” for these areas in the settings.

For all future actions such as creating, editing or deleting a reservation, the service employee must first select their name.

Namentliche Identifikation bei geteilten Logins

Rana Papachatzakis — Mon, 31 Oct 2022 10:06:22 +0000

Teilen sich mehrere Centralplanner-User einen Login für einen Bereich (z.B. an der Theke oder in der Küche), können Accountinhaber für diese Bereiche nun in den Einstellungen sogenannte „geteilte Zugänge“ einrichten.

Bei allen zukünftigen Aktionen wie dem Anlegen, Bearbeiten oder Löschen einer Reservierung muss die/der Service-Mitarbeiter dann zuvor ihren/seinen Namen auswählen.

Is there a minimum contract duration?

Jan Bück — Fri, 07 Mar 2025 11:48:08 +0000

No, we do not have a minimum contract term. You can cancel your account with us at any time with effect from the next day.

We believe that we have to convince you with a good product, not with contracts.

If you cancel your account with us today, you will stop paying tomorrow. As we issue and collect our invoices retrospectively,...

Gibt es eine Mindestvertragslaufzeit?

Rana Papachatzakis — Mon, 31 Oct 2022 10:05:16 +0000

Nein, bei uns gibt es keine Mindestvertragslaufzeit. Sie können Ihren Account bei uns jederzeit zum nächsten Tag kündigen.

Wir sind der Meinung, wir müssen Sie durch ein gutes Produkt überzeugen, nicht durch Verträge.

Wenn Sie Ihren Account bei uns heute kündigen, dann zahlen Sie ab morgen nicht mehr. Da wir unsere Rechnungen rückwirkend stellen und einziehen, würden Sie zum Ende des aktuellen...

How can I cancel or delete my account?

Jan Bück — Fri, 07 Mar 2025 11:27:06 +0000

You can cancel your CentralPlanner account at any time if you have created it and are the owner of the account.

First go to the Account settings via the cogwheel at the top rightThere you will find Delete account at the bottom left.

This will end all future payment obligations...

How do I create custom fields?

Jan Bück — Fri, 07 Mar 2025 11:23:29 +0000

In order to prepare your guests' stay as well as possible, sometimes more information is needed than just contact details. The latter is requested as standard in the reservation form.

In addition, any number of custom fields can be added internally, for example to record the number of vegetarians, allergies or similar. In order to also offer custom fields in the...

How can I change my package, e.g. from Basic to Premium?

Jan Bück — Fri, 07 Mar 2025 08:16:03 +0000

To change the package, go to your Account settings via the cogwheel at the top right and click on Up- or downgrade your plan under "Your Plan".

The change can be made both “upwards” (e.g. from Premium to Professional) and downwards (e.g. from Premium to Basic). During your first 30 days with...

How does the enhanced utilization planning of the Professional package work?

Jan Bück — Thu, 06 Mar 2025 12:38:43 +0000

Our Professional package is a special help for businesses with very high capacity utilization. The daily overview already shows you which tables or seat types (2, 4, 6, etc.) are still available in which room. This allows you to see at a glance whether the desired booking is possible for the guest on the phone or not.

What are those dots...

How does automatic online table management work?

Jan Bück — Wed, 05 Mar 2025 09:07:38 +0000

In just a few steps, you can have the bookings in your account automatically allocated by CentralPlanner. You decide whether you want to make all or only selected tables bookable online.

The prerequisite for automatic table allocation is that you use at least our Premium package (or Professional package). Users of the Starter and Basic packages cannot have tables managed automatically.

The...

Wie funktioniert das automatische online Tischmanagement?

Rana Papachatzakis — Mon, 31 Oct 2022 09:43:05 +0000

In nur wenigen Schritten können Sie die Reservierungen Ihres Accounts automatisch durch den CentralPlanner vergeben lassen. Sie entscheiden, ob Sie alle, oder nur ausgewählte Tische online reservierbar machen.

Voraussetzung für eine automatische Tischvergabe ist, dass Sie mindestens unser Premium Paket (oder Professional Paket) nutzen. Nutzer der Pakete Starter und Basis können keine Tische in ihrem Reservierungsbuch...

How can I invite or edit users?

Jan Bück — Wed, 05 Mar 2025 09:06:16 +0000

To give a colleague access to your CentralPlanner account, click on the cogwheel at the top right and select the Account settings. There, click on Add a user.

Always use this option and create different accounts, at least for different service areas (with shared logins if necessary). This is the only way you...

Add your logo for customized emails

Jan Bück — Wed, 05 Mar 2025 09:01:02 +0000

If you would like to add your logo to the emails sent by CentralPlanner (e.g. booking confirmations), you can do this as follows:

Go to Name & address, language & more in your Account settings.

Under the address you will find the "Logo" section with an option to upload it. Save afterwards.

Back in the...

How can I edit an existing contact?

Jan Bück — Wed, 05 Mar 2025 08:53:13 +0000

All your guests are listed under Contacts. To subsequently edit contacts or add details, you can click directly on the name of a guest and then click on Edit contact at the top right of the guest's page.

In addition to contact details, such as telephone number or email...

How can I export bookings and contacts?

Jan Bück — Tue, 04 Mar 2025 12:24:03 +0000

You can export both your bookings and your contacts (guest data). Please note that you need owner or admin rights in your CentralPlanner account in order to export all data collectively.

Export reservations (in Excel format .xls)
Exporting reservations for one day

You will find the export link at the top right of the day view.

How can I import contacts into CentralPlanner?

Jan Bück — Tue, 04 Mar 2025 11:15:40 +0000

If you have already collected contact data with another system or for a newsletter distribution list, you can also import this into CentralPlanner. Ideally, this works with an Excel file in .xls format (not .xlsx). The columns should contain headings.

To import the file, first go to the Contacts tab and then